See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,819 | $329,111-92.5% | $171,082-85.5% | $329,111-92.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 76.7%+23.3pp | 67.9%+32.1pp |
| Annual return | -3.94% | 16.35%-20.3pp | 32.56%-36.5pp | 16.35%-20.3pp |
| Employer contribution / active EE | $749 | $2,303-67.5% | $4,002-81.3% | $2,303-67.5% |
| Participant deferral / active EE | $0 | $3,682-100.0% | $4,797-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $754-100.0% | $8,520-100.0% | $754-100.0% |